DFX Intelligence
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Team lift-out
2 advisors left N••• F•••••••• G••••• I••• for H•••••• I••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clayton James Tyree | Elm Grove, Wi | Apr 20, 2023 | Apr 19, 2023 |
| Michael David Leist | Elm Grove, Wi | Apr 20, 2023 | Apr 20, 2023 |
The rule
- Registrations ended
- Apr 20, 2023
- Registered next
- Apr 19, 2023 to Apr 20, 2023
- Branch state
- WI
- Cities
- 1, most in Elm Grove, Wi
- Registered there that day
- 309 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape